Digital Submissions How-To User Document: Digital Submissions
ACP Forms for Corrections is no longer accessible for submission of Account Closures, Account re-opening, A account opening, Name Correction, Date of Birth, SIN, Beneficiary Name, Phone Number, Email Corrections, Householding. Instead, please submit your request via Case Management Ticket in Gateway.
https://aligned360.aligned.digital/authorize
Manual Account Opening
Use your CE Team link below to submit your wet-signed applications.
Note:
In the section labelled Your Name fill in the advisor Rep Code and Client Name. The Advisors email is to be entered in the section marked Your Email. If a final signed copy of the documents is to be received by the client or another associate fill in the remaining fields with their names and emails.
Know Your Client (KYC)
Use the below link to submit your wet-signed Know Your Client (KYC) forms to Business Integrity.
Note:
In the section labelled Your Name fill in the advisor Rep Code, Client ID – if known, Client Name. The Advisors email is to be entered in the section marked Your Email. If a final signed copy of the documents is to be received by the client or another associate fill in the remaining fields with their names and emails.
Dealer/Rep Change Requests
Use your CE Team link below to submit your wet-signed Dealer/Rep Change Requests.
Note:
In the section labelled Your Name fill in the advisor Rep Code, Client ID – if known, Client Name. The Advisors email is to be entered in the section marked Your Email. If a final signed copy of the documents is to be received by the client or another associate fill in the remaining fields with their names and emails.
Submit Fee-Based Addendum
Use your CE Team link below to submit your wet-signed Fee Addendum.
Note:
In the section labelled Your Name fill in the advisor Rep Code, Client ID – if known, and Client Name. The Advisors email is to be entered in the section marked Your Email. If a final signed copy of the documents is to be received by another associate fill in the remaining fields with their names and emails.
Join Our Advisor Program